The Point Financial Group

10/26/2026

“Do one thing every day that scares you.” — Eleanor Roosevelt

Not everything worth facing wears a costume. This week, challenge yourself to tackle something you've been putting off.

10/23/2026

Life changes. Tax laws change. Your plan should keep up.

👉 Swipe through for key estate planning considerations as the year comes to a close.

Discover how personalized planning can help support your goals: https://www.pointfg.com/

10/22/2026

Many people wonder whether their retirement savings are "on track."

The reality is that no two financial journeys look exactly alike. See how retirement savings vary across age groups and what factors may influence long-term outcomes.

It’s easy to assume that most adults are saving for retirement—but whether that’s true depends a lot on age. Federal Reserve survey data show that participation rises quickly in early adulthood, peaks in midlife, and then gradually declines.

10/21/2026

Markets are constantly evolving, but long-term investors can benefit from staying informed.

Take a look at this week's Weekly Market Commentary for timely insights on market activity and the economic landscape.

Read the latest edition: https://www.pointfg.com/weekly-market-commentary-kf26a

10/15/2026

📅 Medicare Open Enrollment begins today.

Between now and December 7, Medicare beneficiaries have the opportunity to review their coverage and make changes for the coming year.

As retirement needs evolve, it's important to make sure all the pieces of your financial picture continue to work together.

Learn more about our approach: https://www.pointfg.com/

10/14/2026

Many people are surprised to learn how flexible gifting strategies can be.

From supporting children and grandchildren to funding future education expenses, there may be more opportunities available than you realize. Learn about several planning considerations that can help families think strategically about passing wealth to the next generation.

⬇️ Learn more below.

For parents saving for their children, the tax rules are often more generous—and more flexible—than many people realize. Here are some answers to common questions about such giving.

10/12/2026

"The future depends on what you do today." — Mahatma Gandhi

Big accomplishments are often built one decision, one action, and one day at a time. Make this week count.

10/09/2026

Estate planning isn't just about wealth. It's about helping ensure your wishes are carried out and your loved ones are cared for.

More than 60% of U.S. adults do not have a will, making it one of the most commonly overlooked components of a financial plan.

Learn more about estate planning and how it may fit into your broader financial strategy: https://www.pointfg.com/estate-planning

10/07/2026

📈 Wondering what's driving the markets this week?

Our latest Weekly Market Commentary from LPL Research breaks down key market developments, economic news, and trends investors may be watching.

Read more: https://www.pointfg.com/weekly-market-commentary-kf26a

10/05/2026

An inheritance can have a lasting impact on a family's financial future, but determining what to do next isn't always straightforward.

From tax considerations to inherited investment accounts and real estate, this article explores several important factors to consider before making major financial decisions.

As a beneficiary, understanding what inheriting truly means and how to navigate the process is crucial. This guide provides beneficiaries with the necessary information to help them make informed decisions when dealing with inheritance matters.